# Torkildson Katz, A Law Corporation DC Plan
Source: https://planprovider.pro/companies/torkildson-katz-a-law-corporation-plan-003

> Torkildson Katz, A Law Corporation's DC plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Torkildson Katz, A Law Corporation

- **Sponsor EIN:** 990155867

- **Sponsor Address:** 700 BISHOP STREET, HONOLULU, HI, 96813

- **Plan Type:** DC

- **Total Participants:** 24

- **Total Assets:** $34.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24|$34.1M|$730,463|$84,371|

| 2023|21|$41.7M|$339,896|$237,842|

| 2022|20|$36.8M|$403,357|$123,255|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEWPORT TRUST COMPANY|TRUSTEE|$10,865|—|$10,865|

| NEWPORT GROUP, INC.|RECORDKEEPER|$6,729|—|$6,729|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,594

- **Estimated Expense Ratio:** 0.052% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$601,714|—|$17,595|—|—|

| 2023|$2,118,779|—|$37,713|—|—|

| 2022|$214,744|—|$16,186|—|—|

## Similar Plans

- [Kobayashi Sugita & Goda, LLP](https://planprovider.pro/companies/kobayashi-sugita-goda-llp-plan-002) — 19 participants

- [Cronin, Fried, Sekiya, Kekina & Fairbanks, Aal, Alc](https://planprovider.pro/companies/cronin-fried-sekiya-kekina-fairbanks-aal-alc-plan) — 18 participants

- [Marr Jones & Wang LLP](https://planprovider.pro/companies/marr-jones-wang-llp-401k-plan) — 17 participants

- [Fukunaga Matayoshi Ching & Kon-Herrera LLP](https://planprovider.pro/companies/fukunaga-matayoshi-ching-kon-herrera-llp-401k-plan) — 16 participants

- [Leavitt, Yamane & Soldner, Aal, Alc](https://planprovider.pro/companies/leavitt-yamane-soldner-aal-alc-401k-plan) — 35 participants

- [Macdonald Rudy O'Neill & Yamauchi, Lllp](https://planprovider.pro/companies/macdonald-rudy-o-neill-yamauchi-lllp-plan) — 13 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/torkildson-katz-a-law-corporation-plan-003)

© 2026 PlanProvider.Pro